
Dynamic Client Solutions Specialist with a proven track record at previous employers, excelling in customer satisfaction and effective communication. Proficient in CRM software and Microsoft Office, I provide tailored product education and problem-solving. Recognized for self-sufficiency and multitasking in high-pressure environments, ensuring seamless service delivery.
• Work independently answering phones and inquiries, returning calls, and directing clients to appropriate departments all while providing World Class Service to each guest.
• Educate clientele on financial products and services that are in accordance with their own needs.
• Complete and process forms on behalf of clients and maintaining files and reports.
• Utilize Microsoft Office products in order to complete day-to-day tasks.
•Assisted clients with product selection, enhancing overall customer satisfaction and engagement.
• Utilized CRM software to track interactions and maintain accurate client records for future reference.
• Answer inbound calls and directed callers to the appropriate departments
• Utilize Microsoft Office products in order to complete daily tasks
•Managed high call volumes while maintaining quality service standards.
• Assisted customers by answering questions and responding to inquiries.